Founders Financial Alliance’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Founders Financial Alliance’s Portfolio RSPM Stock Details RSPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-125	Closed	-$4.67K	–	599
2024 Q3	$4.67K	Hold	125	–	–	﹤0.01%	532
2024 Q2	$4.31K	Hold	125	–	–	﹤0.01%	518
2024 Q1	$4.54K	Hold	125	–	–	﹤0.01%	521
2023 Q4	$4.21K	Hold	125	–	–	﹤0.01%	469
2023 Q3	$3.88K	Hold	125	–	–	﹤0.01%	453
2023 Q2	$4.06K	Hold	125	–	–	﹤0.01%	480
2023 Q1	$4.07K	Hold	125	–	–	﹤0.01%	431
2022 Q4	$3.97K	Buy	+125	New	+$3.96K	﹤0.01%	454

Other funds holding RSPM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OPPS

Obsidian Personal Planning Solutions Rockville, Maryland $288M AUM 10% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Founders Financial Alliance's RSPM Position: Q4 2024 in Review

Founders Financial Alliance sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q4 2024, closing a stake of 125 shares — an estimated $4.67K sold.

Founders Financial Alliance first reported a position in RSPM in Q4 2022 and held it in 8 quarters. The position peaked at $4.67K in Q3 2024. 78 funds tracked by Wall St. Rank hold RSPM as of Q4 2024.

Founders Financial Alliance reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q4 2024 after selling out during the quarter.
Founders Financial Alliance sold 125 Invesco S&P 500 Equal Weight Materials ETF shares in Q4 2024, an estimated $4.67K.
Founders Financial Alliance first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q4 2022 and held it in 8 quarters.
Founders Financial Alliance's Invesco S&P 500 Equal Weight Materials ETF position peaked at $4.67K in Q3 2024.
78 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q4 2024.

Based on Founders Financial Alliance's 13F filing for Q4 2024, filed 7 Feb 2025.